Oasis Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

Learn how to get closer to your retirement goals; answer a few questions specific to your life stage

  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
    View calculators
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Putting clients first; it’s what we do
We provide personalized financial advice to help you make it through today’s challenges and stay focused on tomorrow’s goals.
It’s our honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer recognition in:

  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"
Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

Honored to receive industry recognition

We’re thrilled to announce that our colleagues, Connell McNamara, Michele Colarusso and Dawn E. Smith, received a 2021 Five Star Wealth Manager award. Congratulations, Connell , Michele & Dawn!

Thank you to our clients for your continued trust and loyalty — helping you reach your financial goals is the best part of our job!

Our videos

6 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)